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- SentinelOne and the 2021 SaaS Valuation Bubble: Growth vs. Profitability Trade-off in Market Reset
- CFOs Are Killing My Deals! How CFOs are thinking about software purchases today
- Lies of Customer Lifetime Value
- Lies of ARR vs GAAP Revenue Growth: Understanding the Differences to Avoid Investor Deception
- The Post-SVB Software Debt Market
- Employee Ownership Drives Efficiency: High-growth companies need "drivers", not "passengers"
- Rushing to Set Up Bank Accounts
- How to Trick Investors & VCs: Understanding Finance Tricks in Metrics and Reporting
- What Causes a Software Company's Stock Price to Increase? The Critical Role of Payroll Efficiency and the Rule of 40
- What Half of the Marketing Budget is Wasted? Marketing Efficiency, CAC Analysis, and the CMO Perspective
- Become Efficient or Die: Balancing Default Alive and Default Investable
- How to Read Cash Flow Statements
- Sales in 2023 & Rise of CFO Power
- How to Read Income Statements - Software Edition
- 2023: Year of Customer Success & Gross Churn
- How to Read Balance Sheets - Software Edition
- Creating a Productive Board Meeting
- A List of SaaS Benchmark Reports & Potential Dangers